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FT Vest US Equity Deep Buffer ETF March
DMAR

71 hedge funds and large institutions have $123M invested in FT Vest US Equity Deep Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 11

149% more capital invested

Capital invested by funds: $49.3M → $123M (+$73.3M)

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

20.27% more ownership

Funds ownership: 24.32% → 44.59% (+20%)

16% more funds holding

Funds holding: 61 → 71 (+10)

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
33
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LAM
Lifestyle Asset Management
Texas
+$27.9M
2
SAMC
Spectrum Asset Management (California)
California
+$9.75M
3
SWM
Scissortail Wealth Management
Oklahoma
+$4.48M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.84M
5
CW
CreativeOne Wealth
Kansas
+$3.61M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$1.7M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.29M
3
SCA
Sage Capital Advisors
South Dakota
-$1.04M
4
CFGS
Concourse Financial Group Securities
Alabama
-$846K
5
SFS
Sowell Financial Services
Arkansas
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Maltin Wealth Management
New Jersey
$249K +$245K +7,146 New
CP
52
Camelot Portfolios
Ohio
$233K -$33K -964 -13%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$222K -$112K -3,267 -34%
FFN
54
Focus Financial Network
Minnesota
$202K +$203K +5,935 New
GM
55
GeoWealth Management
Illinois
$134K +$132K +3,852 New
WWMSC
56
Wagner Wealth Management (South Carolina)
South Carolina
$88.3K – – –
NS
57
NBC Securities
Alabama
$86K -$22.9K -669 -21%
DFA
58
DHJJ Financial Advisors
Illinois
$65.5K -$7.09K -207 -10%
SWM
59
Spire Wealth Management
Virginia
$61.1K +$60K +1,751 New
SPIA
60
Steward Partners Investment Advisory
New York
$35.8K -$4.55K -133 -11%
CA
61
CoreCap Advisors
Michigan
$35.7K +$35K +1,023 New
TLA
62
Tanglewood Legacy Advisors
Texas
$35.2K +$34.6K +1,010 New
GWM
63
Geneos Wealth Management
Colorado
$34.9K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$25.3K -$846K -24,713 -97%
CAM
65
Creekmur Asset Management
Illinois
$21.2K – – –
JP Morgan Chase
66
JP Morgan Chase
New York
$20.2K +$19.8K +578 New
BFEC
67
Benjamin F. Edwards & Company
Missouri
$20K – – –
SWA
68
SOA Wealth Advisors
New York
$10.1K +$9.86K +288 New
AA
69
AlphaMark Advisors
Kentucky
$10K +$10.3K +300 New
LFG
70
Larson Financial Group
Missouri
$8.65K -$10.1K -295 -54%
OLVIG
71
Oliver Lagore Vanvalin Investment Group
Michigan
$244 – – –
GKWIM
72
Gerber Kawasaki Wealth & Investment Management
California
– -$1.7M -42,245 Closed
SCA
73
Sage Capital Advisors
South Dakota
– -$1.04M -30,626 Closed
SFS
74
Sowell Financial Services
Arkansas
– -$444K -12,767 Closed
HFM
75
Hartford Financial Management
Connecticut
– -$345K -10,198 Closed
1 2
3
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DMAR Hedge Fund Activity: Q1 2024 in Review

71 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Deep Buffer ETF March (DMAR) for Q1 2024, worth a combined $123M — up 149% from $49.3M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DMAR positions and 10 closed out — a net gain of 10 holders — while 33 added to existing stakes and 11 trimmed.

The largest buyer was Lifestyle Asset Management, opening a new position worth an estimated $27.9M. The largest seller was Gerber Kawasaki Wealth & Investment Management, exiting entirely with an estimated $1.7M sold.

  • 71 institutional investors held FT Vest US Equity Deep Buffer ETF March (DMAR) as of Q1 2024, up from 61 in Q4 2023.
  • Funds reported $123M of FT Vest US Equity Deep Buffer ETF March stock for Q1 2024, up 149% quarter-over-quarter.
  • 20 funds opened new FT Vest US Equity Deep Buffer ETF March positions in Q1 2024 and 10 closed out, a net change of +10 holders.
  • The largest FT Vest US Equity Deep Buffer ETF March buyer in Q1 2024 was Lifestyle Asset Management, an estimated $27.9M added.
  • The largest FT Vest US Equity Deep Buffer ETF March seller in Q1 2024 was Gerber Kawasaki Wealth & Investment Management, an estimated $1.7M sold.

Based on aggregated 13F filings for Q1 2024.